Ultra-HNIs Shift To Gold, Silver & Balanced Funds - What’s Driving The Move?

Ultra-HNI investors who followed disciplined asset allocation have emerged far stronger in the current market cycle. Advisors note that those who maintained exposure to gold, silver and balanced funds-rather than relying solely on equities—are seeing healthier portfolios today. Sovereign Gold Bonds, recommended consistently over the years, have turned into a major wealth creator for many HNIs. Silver exposure, though taken later, has also delivered as prices hit all-time highs. Meanwhile, investors overly concentrated in mid- and small-cap stocks are facing sharp portfolio erosion and heightened anxiety. Many of them are new to the market and unprepared for this level of correction. Advisors are now closely guiding them through volatility, urging patience, quality focus and long-term discipline.